Capital Resource Advisors LLC.

Capital Resource Advisors LLC serves high-net-worth individuals and also offers institutional services through separately managed accounts and relationships with third‑party managers, providing portfolio management, wealth management, and comprehensive financial planning. The firm is newly formed and, as of its ADV filing, reports no regulatory assets under management.

The firm’s investment process combines fundamental, mutual fund/ETF, and technical analysis to build diversified portfolios across equities, fixed income, ETFs, and other instruments, with both discretionary and non‑discretionary engagement and the ability to accept client‑imposed restrictions. The brochure discloses that trading and custody are handled through a recommended custodian (Charles Schwab), the firm does not aggregate trades across client accounts, does not participate in wrap programs or advise private funds, and does not accept soft‑dollar compensation.

Noteworthy aspects include the very small management team and the firm’s initial‑filing status with no RAUM while offering both institutional SMA capabilities and retail financial planning and wealth management, an uncommon combination for managers oriented toward pooled or institutional assets. The firm also leaves proxy voting to clients, maintains a formal Code of Ethics and personal‑trading controls, and reports no other financial‑industry affiliations or disciplinary history.